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| Side by side | SHDG | BALT |
|---|---|---|
| Strategy | Defined Outcome · Hedged equity | Defined Outcome · Hedged equity |
| Expense ratio | 1.01% | 0.69% |
| Cost per year on $10k | $101 | $69 |
| Trailing 12-mo yield | 0.47% | 0.00% |
| Income per year on $10k | $47 | $0 |
| YTD | +4.3% | +4.7% |
| 1 year | +4.9% | +6.2% |
| 3 years · per year | +14.5% | +8.0% |
| 5 years · per year | — | +6.3% |
| Worst drop · 1Y | −6.6% | −1.2% |
| Volatility · 1Y | 8.3% | 2.3% |
| Holdings | 0 | 6 |
| Assets | $158M | $3.2B |
| Leverage | None | None |
| Since | 2022 | 2021 |
Highlighted = best in the row. Returns include dividends.
Holdings unavailable.